See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,056 | $88,751-62.8% | $81,812-59.6% | $145,922-77.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.73% | 1025.40%-1015.7pp | 773.79%-764.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,428 | $3,083-53.7% | $2,912-51.0% | $4,660-69.4% |
| Participant deferral / active EE | $1,426 | $4,643-69.3% | $4,319-67.0% | $6,688-78.7% |
| Admin fee / account holder | $3,101 | $8,415-63.1% | $7,386-58.0% | $13,397-76.9% |